CRM For WHMCS

CRM For WHMCS

Developed By ModulesGarden

Compatible with WHMCS v7.2

ModulesGarden WHMCS Logo

ModulesGarden CRM For WHMCS is a revelatory module created for complex customer relationship management including the leads, potentials and any other contact type you wish to create as well as the follow-ups. With its help, all contact details of prospective clients will be organized in a transparent list directly in your system. Along with that, you will be able to add new contacts, convert their status at any time or even create accounts for them without the need to leave the addon page. What is more, you may gather contacts' details by generating and locating customized web forms on your external web sites to obtain data as easily and quickly as possible.

Furthermore, the module includes a wide spectrum of advanced features to facilitate your business management. You will be allowed to define permissions for each administrator role, send automated emails, issue announcements, add notes, create campaigns, generate quotes as well as view logs and other details of your tasks. There is even an option to add custom fields for your contacts in order to gather every required information in one place. All the data can be imported/exported so you will be enabled to migrate them between WHMCS systems or simply make a backup whenever you need to. No less convenient is the ability to turn on the standalone mode which renders the addon page outside WHMCS or toggle full screen for particular widgets.

In addition, you will be able to overview and analyze assembled information thanks to the graphic presentation in the dashboard. Alongside the statistical graphs and tables, there will be a calendar showing the schedule of foreseen follow-ups. Should you prefer to handle the follow-ups using WHMCS or Google calendar, it will be also possible thanks to the built-in integration.

What makes the module even more unique is the possibility to combine it with our other products. You can expand its efficiency with the help of Asterisk VoIP Center For WHMCS which will let you originate calls between any destination number directly in the addon. Your administrators will be able to receive SMS reminders upon integration with SMS Center For WHMCS. Finally, Quotes Automation For WHMCS will increase quotes functionalities.

Discover a new definition of customer relationship management with CRM For WHMCS. Order the module today and unlock endless possibilities to enhance your business connections!

Addon Module Features:

  • Create Contacts:
    • Leads
    • Potentials
    • Custom Types
  • Convert Contact Types
  • Send Mass Email & SMS To:
    • All Clients
    • Chosen Client Groups
    • Contacts From Chosen Campaigns
  • Restrict Access To Contact Types
  • Assign Client Account To Contact
  • Assign Administrator To Contact
  • Assign Ticket To Contact
  • Quickly Edit Contact Details
  • Add And Manage Contact's Follow-ups
  • Add And Manage Contact's Notes
  • View, Create And Synchronize Quotes For Contact
  • View Contact Tickets
  • View Contact Orders
  • Send Email From Template Or Custom Message - Include Files And Quote
  • Send Email Using Custom Mailbox
  • Send Ticket Response
  • Upload And Manage Files From Contact Profile
  • View Announcements For Administrators
  • View Logs Concerning Contact
  • View Dashboard Containing Incoming Follow-ups
  • View Calendar With All Reminders Sorted By Type
  • View CRM Statistics And Graphs Concerning Contacts
  • Import Contacts In Chosen File Formats: CSV, XSL, XSLX and ODS
  • Export Contacts In Chosen File Formats: CSV, XSL, XSLX, ODS and PDF
  • Remove Contact - Contact Is Moved To Archive Where They Can Be Restored From

Follow-Up Features:

  • 3 Types Of Notifications: Now, On Follow-up Date, Before Follow-up Date - Both For Administrators And Clients
  • Administrator To Notify - Defines Included Administrators Per Notification Type
  • Notify Administrator via Email And SMS
  • Notify Administrator via Pop-up Alarm
  • Follow-up Type - Easier Determination Of Follow-up Purpose
  • Use Email Template Or Place Custom Message
  • Synchronize Follow-ups With:
    • Google Calendar
    • WHMCS Calendar

Campaign Features:

  • Create Campaign
  • Define Campaign Duration Time
  • Assign Contacts To Campaign Using Filters
  • Manually Assign Campaign To Contact
  • Display Dashboard Per Campaign
  • Display Campaign Description In Assigned Contact Profile

Web Form:

  • Create Web Form
  • Allow Your Site Guests To Create New Contacts Via Web Form
  • Define Details Of Web Form Created Contact:
    • Contact Type
    • Contact Status
    • Assigned Admin
  • Assign Fields To Web Form
  • Get Generated Web Form To Be Placed On Your Site
  • View Number Of Contacts Created From Each Web Form
  • Notify Administrators About New Contact Creations

Addon Settings Features:

  • View Module Status - Contains Status Of CRM Key Elements
  • Define Whether To Use Quotes And Administrator Assignment
  • Define Follow-up Types And Default Notifications On Follow-up Reschedule
  • Define Temporary And Permanent Notifications For Administrators
  • Define If Notification Needs To Be Acknowledged By Administrators
  • Manage Custom Fields:
    • Create Fields Groups
    • Create Custom Fields - Text, Textarea, Checkbox, Radio And Select
    • Add Description To Custom Field
    • Add Validators To Custom Fields
    • Define WHMCS - CRM Fields Mapping - Automatically Fill Out Form With Appropriate Values
  • Define Custom Contact Types:
    • Define Contact Type Color And Icon
    • Define Contact Type Visibility On Navigation
  • Configure Default View Of Contacts Lists - Visibility And Order In Columns
  • Define Permissions Per Administrator Role Group
  • Define Personal Settings:
    • Define Avatar
    • Define Visible Fields And Their Order For Contacts And Dashboard
  • Create CRM Email Templates
  • View Information About CRM Cron

Admin Area Features:

  • WHMCS Support Tickets System - Create Contact, View Their Details And Move To CRM Contact Profile
  • WHMCS Quotes - Quotes Created From CRM Profile Are Assigned To Contact Automatically

General Info:

  • Integrated With Asterisk VoIP Center For WHMCS - Call Your Clients At Any Time
  • Integrated With Quotes Automation For WHMCS - Extend Your Quotes Possibilities
  • Integrated With SMS Center For WHMCS - Send Reminders & Mass Messages via SMS
  • Connect With CRM Using Its API
  • Migration Tool - Migrate Contacts And Settings From CRM For WHMCS 1.2.4
  • Toggle Standalone Mode - Display CRM Outside WHMCS
  • Display Any Page Or Panel In Full Screen Mode
  • Multi-Language Support
  • Supports PHP 5.5.9 Up To PHP 7
  • Supports WHMCS V6 and V7

 

Reviews

5 stars
1
1
4 stars
0
0
3 stars
0
0
2 stars
0
0
1 star
0
0

Mr Roger @mrroger

January 10, 2017 at 01:20:47 AM

inbuild crm into whmcs, great product, able to hook into other modules from modulesGarden.

  • 8 months ago
  • Version Number 2.3.8

Version Compatibility


Compatible with WHMCS v7.2

Full Version Compatibility


  • Selected versions of WHMCS v7.2
        7.2.0 - 7.2.2
  • All versions of WHMCS v7.1
  • All versions of WHMCS v7.0
  • All versions of WHMCS v6.3
  • All versions of WHMCS v6.2
  • All versions of WHMCS v6.1
  • All versions of WHMCS v6.0

Support for this product

The best place to start if you need help with a specific product is to contact the developer. All WHMCS Marketplace developers have both a website and support URL listed.

Developed By ModulesGarden

Changelog

v2.4.1 Released September 8th, 2017

Latest Version


  • New Feature: Select a default email address for the administrator in their personal settings
  • Improvement: Social media addresses in the contact summary are now hyperlinks
  • Improvement: Language of permission options is now editable in a language file
  • Improvement: Adjustments of bullet points in a pop-up with contact details appearing in tickets
  • Bug Fix: Corrected functionality of web form addresses in case WHMCS uses HTTPS
  • Bug Fix: Fixed sorting of elements in contact details
  • Bug Fix: Resolved problem with undefined events in the last activity log
  • Bug Fix: Fixed missing hour picker for rescheduling follow-ups
  • Bug Fix: Corrected sorting of today's reminders according to the time (from the earliest to the latest)
  • Bug Fix: Regulated permissions to solve problems with unauthorized access to particular areas through the custom URL
  • Bug Fix: Various fixes to the process of contact creation from the ticket view
  • Bug Fix: Removing follow-up types is now executed properly
  • Bug Fix: Solved issue with the display of fields of a select type for filtering contacts on the module dashboard
  • Bug Fix: Minor UI and code alterations

 

Previous Versions


v2.4.0 Released July 12th, 2017

View/hide detailed changelog

  • New Feature: Google Calendar integration and synchronization
  • New Feature: WHMCS Calendar integration and synchronization
  • New Feature: Alarms - receive pop-up notifications to inform about coming follow-ups
  • New Feature: Select administrators who shall receive email notification when a new contact is submitted from a web form
  • New Feature: Restrict access to particular contact types based on the admin role groups
  • New Feature: Add and assign custom mailboxes to administrators who shall use them as default for sending emails to contacts
  • New Feature: 'Country' field with the option to set mapping for it
  • New Feature: Send SMS messages directly from contact summary
  • New Feature: Access client's tickets directly from contact tab
  • New Feature: Search clients by company when selecting a client to be assigned to a new contact
  • New Feature: View company name stored in client's WHMCS profile in contact's 'Main Details' section
  • New Feature: Send SMS notifications before and on the due date of follow-ups for contacts
  • Improvement: Show all contact types at once on the dashboard
  • Improvement: Days of the week and months on the calendar are now translatable in the language file
  • Improvement: Contacts are now by default sorted by ID
  • Improvement: Colors used in the calendar's week view are now more transparent
  • Improvement: Database charset compatibility
  • Improvement: Phone format validation
  • Improvement: Interval validation for starting and ending dates of campaigns
  • Improvement: Minor UI and language refinements
  • Removed: Year from the footer
  • Bug Fix: Corrected a cut table when exporting contact list to PDF
  • Bug Fix: Solved problem with updating previously altered campaign changes
  • Bug Fix: 'Follow-ups Per Day' option will now display date without hour correctly
  • Bug Fix: Administrators without access to assigned contacts will no longer see them in activity logs
  • Bug Fix: Solved problem preventing a new follow-up to be created due to the lack of CRM email templates
  • Bug Fix: Resolved issue leading to labels being cut off on contact graphs
  • Bug Fix: Display module invalid license information properly
  • Bug Fix: Minor code adjustments and cleanups

 

v2.3.13 Released April 13th, 2017

View/hide detailed changelog

  • Bug Fix: Resolved problem with 'Convert' button for switching statuses of leads and potentials

 

v2.3.12 Released March 28th, 2017

View/hide detailed changelog

  • Bug Fix: Solved compatibility issue with SMS Center For WHMCS preventing SMS notifications from being sent
  • Bug Fix: Allow to choose only one option for checkbox field type in Web Forms settings
  • Bug Fix: Resolved compatibility problem occurring when module is used on Windows Server

 

v2.3.11 Released March 6th, 2017

View/hide detailed changelog

  • Improvement: Added notes formatting support for line breaks
  • Bug Fix: Corrected issue with loading language phrases on the Web Forms settings while using Chrome browser

 

v2.3.10 Released February 14th, 2017

View/hide detailed changelog

  • Bug Fix: Corrected process of passing Web Form custom fields to module
  • Bug Fix: Displaying proper status of integration with other modules

 

v2.3.9 Released January 5th, 2017

View/hide detailed changelog

  • Improvement: Enhanced compatibility with Windows servers

 

v2.3.8 Released December 6th, 2016

View/hide detailed changelog

  • Bug Fix: Assign admin to a contact created with a web form
  • Bug Fix: Corrected process of sending notifications of 'Before Follow-up Date' type
  • Bug Fix: Display campaigns as a viable group of mass messages recipients

 

v2.3.7 Released November 28th, 2016

View/hide detailed changelog

  • Bug Fix: Resolved conflicts with custom modules

 

v2.3.6 Released November 15th, 2016

View/hide detailed changelog

  • Improvement: Quote integration - fill in the fields only if they are empty

 

v2.3.5 Released October 18th, 2016

View/hide detailed changelog

  • New Feature: WHMCS V7 support
  • New Feature: PHP 7 support
  • Bug Fix: Minor code refinements

 

v2.3.4 Released September 30th, 2016

View/hide detailed changelog

  • Bug Fix: Display contact's custom fields of checkbox type correctly
  • Bug Fix: CRM API - resolved issue about 'contacts/get' request

 

v2.3.3 Released September 27th, 2016

View/hide detailed changelog

  • Bug Fix: Send ticket response - resolve HTTP 404 error

 

v2.3.2 Released August 23rd, 2016

View/hide detailed changelog

  • Improvement: Core optimization enhancing loading speed

 

v2.3.1 Released August 8th, 2016

View/hide detailed changelog

  • Bug Fix: Display statistics for all administrators
  • Bug Fix: Display multiple items in CRM statistics
  • Bug Fix: Block CRM storage directory from direct access

 

v2.3.0 Released June 23rd, 2016

View/hide detailed changelog

  • New Feature: Web forms - gather contacts straight from your customers
  • New Feature: Easy to use web form generator
  • Improvement: Enhanced user interface
  • Bug Fix: Display select type field filter on the 'Dashboard' page

 

v2.2.4 Released May 12th, 2016

View/hide detailed changelog

  • Bug Fix: Copy data from ticket when creating new contract
  • Bug Fix: Display mass messages configuration
  • Bug Fix: Add contact from ticket - support for 'action=viewticket' view

 

v2.2.3 Released May 9th, 2016

View/hide detailed changelog

  • Improvement: Added .htaccess file example
  • Bug Fix: Send emails with HTML code in global header and footer

 

v2.2.2 Released April 20th, 2016

View/hide detailed changelog

  • Bug Fix: Assign quote to client
  • Bug Fix: Import contact of any type
  • Bug Fix: Assign ticket to contact if it was created from that ticket
  • Bug Fix: Support custom admin area URL
  • Bug Fix: Minor tweaks

 

v2.2.1 Released January 12th, 2016

View/hide detailed changelog

  • Restored Feature: Synchronize quotes

 

See also

G Suite by Google Cloud

G Suite by Google Cloud is an all-in-one suite of productivity apps for businesses.

Free
Project Management Addon

Track and Bill for your Projects using WHMCS

Commercial
CyberESXI

CyberESXI is a module designed for hosting companies using the WHMCS system. With Esx Addon, you can enable your clients to manage the virtual servers you created with Vmware ESX, ESXi software.

Commercial
Enhanced Support System

Enhanced Support System brings you an alternative support experience with clear department layout and ticket counts for each ticket status in every department.

Free
Project Management & Activity Tracking

A powerful companion to the WHMCS system for managing projects, tracking time, managing deadlines, and billing clients on team activity.

Commercial